RIA Intel›Advisers›Missouri›MOLONEY SECURITIES CO., INC.

MOLONEY SECURITIES CO., INC.

Advisory

N·MANCHESTER, MO

Data as of Mar 29, 2016 · Source: SEC Form ADV

Total AUM

$258M

1-Year AUM Growth

+8.8%

3-Year CAGR

+22.9%

Employees

34

Assets Under Management

Total AUM$258M

Discretionary AUM$229M

Non-Discretionary AUM$28M

Discretionary %89%

Total Clients—

Team

Total Employees34

Investment Advisers58

Employee Growth (1Y)—

Filing History

Total Filings on Record33

First FilingSep 12, 2005

Latest FilingMar 29, 2016

🔒 Full AUM trend chart and 33 historical filings spanning 11+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on MOLONEY SECURITIES CO., INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.